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Income Insights

Carbon Capture and Storage: Will it Work This Time?

By Roger S. Conrad on Aug. 23, 2022
Is Inflation Reduction Act enough to get carbon capture off the ground? Historically, it’s been foolish to bet against innovation when there’s enough money behind it. And in this case, the US government’s largesse is very much leaning into a major investment trend in the private sector

NextEra Energy’s Results: For Utilities, Green Still the Color of Money

By Roger S. Conrad on Jul. 23, 2022
In the previous decade, NextEra Energy’s (NYSE: NEE) ability to convert renewable energy deployment into earnings depended squarely on regulatory support and subsidy. Now, the combination of falling production costs and soaring natural gas prices has made wind, solar and storage increasingly attractive from a cost-cutting standpoint as well.

Sliding Guidance: How Much Trouble for Big Telecom?

By Roger S. Conrad on Jul. 22, 2022
"Sliding guidance” is often a sign of rising risk to underlying businesses. And, it’s a potential warning for the entire US communications sector this year.

What Kinder Morgan’s Q2 Says about US Midstream

By Roger S. Conrad on Jul. 21, 2022
Editor’s note: This is the first of three articles in which I’ll focus on Q2 results and guidance updates for recommended stocks that are also great bellwethers for their respective sectors. Hope everyone is having a great summer!—RC “Fortune may not favor the brave so much as it favors the cash.”

The Supremes’ EPA Decision: What’s Important

By Roger S. Conrad on Jul. 1, 2022
This week, the U.S. Supreme Court essentially rejected the Biden Administration’s attempt to resurrect the “Clean Power Plan,” drawing swift and fiery condemnation from America’s political left, and generally praise from the right. But, ironically, the decision actually increases private sector and individual state flexibility to meet energy transition goals.

Seeking out REIT Bargains? Don’t Ignore Recession Risk

By Roger S. Conrad on Jun. 27, 2022

After trading at extreme and unsustainably high prices for months and months, many best-in-class REITs are once again trading at good entry points for investors. But wise selection of individual REITs is more critical than ever.

Your Guide to ESG Investing

By Roger S. Conrad on May. 20, 2022
The S&P 500 ESG Index has kicked out Tesla Inc (NSDQ: TSLA), the company that made electric vehicles cool: That’s the latest nonsense in the world of environmental, social and governance (ESG) investing, which according to Bloomberg Intelligence projections will govern nearly $38 trillion of assets by the end of 2022.

Uncle Sam Up-ends US Solar: Here’s How to Navigate the Fallout

By Roger S. Conrad on Apr. 26, 2022
The Obama Administration called its energy policy for America “all of the above,” promoting breakthrough research on cleaner sources while sanctioning unprecedented construction of needed infrastructure including pipelines. Trump clearly favored “drill baby drill” over new wind and solar. Under Biden, however, what we’ve seen for policy is often “none of the above.”

Talking China: There’s a Big Opportunity in Energy

By Roger S. Conrad on Mar. 3, 2022
The eyes of the world are on fallout from Russia’s invasion of Ukraine. But energy investors would do well to instead check out my key takeaways from this week’s “U.S.-China Regional Dialogue Series: Forum on Innovation in Energy, the Environment and Sustainability.”

Telecom’s Big 4: Strong Results But Still Little Respect

By Roger S. Conrad on Jan. 29, 2022
What exactly must the four companies that increasingly dominate US communications do to earn a little respect? That’s a fair question following investors’ tepid reaction to strong Q4 results and updated guidance.

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ABOUT ROGER CONRAD

Roger S. Conrad needs no introduction to individual and professional investors, many of whom have profited from his decades of experience uncovering the best dividend-paying stocks for accumulating sustainable wealth. Roger b